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Joanna Bateman

• San Jose, CA • 408.687.3626
• eMail: Joanna@egbas.com • LinkedIn: www.LinkedIn.com/In/JoannaBateman


               Business Development / Application Manager/ Project Manager/ Consultant

                      Designer/ Solutions Architect/ Sales & Marketing / Business Development/ Problem Solver


Entrepreneurial Experience : Collaborated with executives and businesses to develop brand awareness. Provided public
speaking services to educate groups concerning requirements and recommendations about small business ownership.
Designed, developed, and implemented successful marketing plans and lead generation techniques using various media
venues.

Proven Record Across all Major Corporate Functions : Managed Cross-Functional productive teams outside of
organization boundaries, including estimating resources and timelines, developing project plans, and exceeding stakeholder
expectations, plus explained any possible variances. Exceptional public written and verbal communications, including
presentations to executive committees.

Advanced Design Processes: Facilitated joint application design (JAD) sessions, documenting issues, and designing
resolutions. Instrumental in introducing management to Object Oriented technologies, Use Case requirement gathering
techniques and advanced development. Managed contracting staff. Coordinated with offshore development teams to
complete projects and time, within scope and under budget.

BSCS: Bachelor of Science—Computer Science—Cleveland State University—Quarterly Dean’s List Recognition


SELECTED ACHIEVEMENTS AND SKILLS


Methodology & Standards : Iterative/Incremental, Waterfall, SDLC, Business Information Security Office, Sarbanes-Oxley
IT Controls, Time Estimating & Reporting (NIKU) Implementation, Risk Based Project Management, Rapid Application
Development (RAD) Methodology

TECHNICAL SUMMARY :
SOFTWARE: NIKU Project Workbench, MS Project, Word, EXCEL, Power Point, ACCESS, VISIO, Rational Rose Suite ,
Lotus Notes, Mainframe Systems: DB2, SQL, COBOL, CICS, IDMS, ADS, VSAM, TSO, SAR, RMO, EZTRIEVE Plus,
Client/Server Systems: Lotus Notes/Domino, SmallTalk/VisualAge, Nexpert, C++

Applications: Credit Card processing, Insurance, Claims Processing, Order Entry, Cost, CA-CAS, variety of custom built
internal applications for Manufacturing, Bank Operations, Customer Relationship Management (CRM)


CAREER OVERIVEW—ENTREPRENURIAL AND CORPORATE EXPERIENCE

Evergreen Business Advisors—Business Broker/Franchise Consultant 2007– present

HSBC (Household International) - Manager—PMO, Application, Project 2003-2007

Tiburon Technologies—Senior Consultant / Systems Engineer (Delta Dental, Cleveland Clinic)- 1998-2003

American Greetings—Team Leader/Technical Designer/Sr. Programmer Analyst 1993-1998

Consultant (EDS, Key Bank, Progressive Insurance, Glidden Paints) - 1989-1993

AmeriTrust Bank—Programmer/Analyst 1986–1989

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J Bateman Accomplishments

  • 1. Joanna Bateman • San Jose, CA • 408.687.3626 • eMail: Joanna@egbas.com • LinkedIn: www.LinkedIn.com/In/JoannaBateman Business Development / Application Manager/ Project Manager/ Consultant Designer/ Solutions Architect/ Sales & Marketing / Business Development/ Problem Solver Entrepreneurial Experience : Collaborated with executives and businesses to develop brand awareness. Provided public speaking services to educate groups concerning requirements and recommendations about small business ownership. Designed, developed, and implemented successful marketing plans and lead generation techniques using various media venues. Proven Record Across all Major Corporate Functions : Managed Cross-Functional productive teams outside of organization boundaries, including estimating resources and timelines, developing project plans, and exceeding stakeholder expectations, plus explained any possible variances. Exceptional public written and verbal communications, including presentations to executive committees. Advanced Design Processes: Facilitated joint application design (JAD) sessions, documenting issues, and designing resolutions. Instrumental in introducing management to Object Oriented technologies, Use Case requirement gathering techniques and advanced development. Managed contracting staff. Coordinated with offshore development teams to complete projects and time, within scope and under budget. BSCS: Bachelor of Science—Computer Science—Cleveland State University—Quarterly Dean’s List Recognition SELECTED ACHIEVEMENTS AND SKILLS Methodology & Standards : Iterative/Incremental, Waterfall, SDLC, Business Information Security Office, Sarbanes-Oxley IT Controls, Time Estimating & Reporting (NIKU) Implementation, Risk Based Project Management, Rapid Application Development (RAD) Methodology TECHNICAL SUMMARY : SOFTWARE: NIKU Project Workbench, MS Project, Word, EXCEL, Power Point, ACCESS, VISIO, Rational Rose Suite , Lotus Notes, Mainframe Systems: DB2, SQL, COBOL, CICS, IDMS, ADS, VSAM, TSO, SAR, RMO, EZTRIEVE Plus, Client/Server Systems: Lotus Notes/Domino, SmallTalk/VisualAge, Nexpert, C++ Applications: Credit Card processing, Insurance, Claims Processing, Order Entry, Cost, CA-CAS, variety of custom built internal applications for Manufacturing, Bank Operations, Customer Relationship Management (CRM) CAREER OVERIVEW—ENTREPRENURIAL AND CORPORATE EXPERIENCE Evergreen Business Advisors—Business Broker/Franchise Consultant 2007– present HSBC (Household International) - Manager—PMO, Application, Project 2003-2007 Tiburon Technologies—Senior Consultant / Systems Engineer (Delta Dental, Cleveland Clinic)- 1998-2003 American Greetings—Team Leader/Technical Designer/Sr. Programmer Analyst 1993-1998 Consultant (EDS, Key Bank, Progressive Insurance, Glidden Paints) - 1989-1993 AmeriTrust Bank—Programmer/Analyst 1986–1989